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Equity Dealer/Relationship Manager- Punjab- Top Wealth Mgmt/ Broking @ Client Of Contactx

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 Equity Dealer/Relationship Manager- Punjab- Top Wealth Mgmt/ Broking

Job Description

India's Top Broking and Wealth Management Company is hiring in large numbers for below role


Email- ma*******i@co**********a.com , ka**n@co**********a.com

Contact-8273693***/ 8859766***


Role & responsibilities


Open Positions- 10

Location- Chandigarh, Patiala, Bathinda, Jalandhar, Ludhiana & Gobindgarh

Levels-Equity Dealer/Relationship Manager
Job Title: Equity Dealer  

Experience 3 to 6 years

Key Responsibilities:

    • Execute the orders on behalf of clients
    • Confirmations of trade done by EOD
    • Ensure the volumes of trade are higher & clients trade frequently
    • Cross promoting of third party products of the Company to the same Clientele.
    • Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)
    • Daily processing & confirmation of trades
    • Punch orders for clients on NSE / BSE terminals
    • Monitor client exposure limits
    • Solving Queries of the customers
    • After Market Hours Cross Selling of Financial Product with existing clients NISM Certified

Job Title: Relationship Manager   
Experience 3-6 years

Key Responsibilities:

  • Relationship Manager: 
    • It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
    • He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
    • Promote Focus Product of the month
    • Maintain records of business on internal software CRM etc.
    • Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Preferred candidate profile

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Equity Dealer
Employement Type: Full time

Contact Details:

Company: Client Of Contactx
Location(s): Jalandhar

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Keyskills:   Relationship Manager Equity Dealer Equity Sales Wealth Management HNI Sales Equity Advisory Equity Broking Pms Sales Equity Trading Equity Market Derivatives Trading Investment Products

 Fraud Alert to job seekers!

₹ 6.5-8 Lacs P.A

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